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Create private offer

Easily create offers using the Suger App within your Salesforce Console.

Overview​

After adding the Suger App to your Salesforce Console, you can quickly create private offers from opportunities using the app with ease.

Create a private offer​

  1. Navigate to the opportunity's detail page and click the New Offer dropdown button at the top of the Suger App.
  1. Locate and click the "Private Offer" button.
  1. Choose the product on which the private offer will be based and complete the required fields in the form. Note that the required fields may vary depending on the type of offer.
tip

If field mapping has been configured, the form will be prefilled with corresponding fields from the Salesforce opportunity, making the offer creation process faster and easier.

  1. Once all necessary information is filled in, submit the form to create the offer.
  1. You are all set!